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Reporting and Analytics Tax Exempt Listing

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Tax Exempt Listing

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Posted By DWEB0710 8 months ago

Is there a way to get a listing of all customers who are listed in the program as tax exempt, including ship tos?

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Kevin M 8 months ago in reply to DWEB0710 +1 verified

Query this table (using Excel is often easiest). The rows with blank ShipToCode are the customer level exceptions. AR_CustomerShipToTaxExemptions

0 jland47 8 months ago

Do you use AVATAX or any sales tax integration?
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0 DWEB0710 8 months ago in reply to jland47

No, we do not. We were at one point, but the accuracy of the system did not meet our needs. I have just taken over the accounts receivable, and we have found that we have no exemption documentation for customers listed as tax exempt. I am looking for a way to create a list of all customers that have tax exemptions attached to their customer main record and any ship-to's so we can begin an audit.
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0 Kevin M 8 months ago in reply to DWEB0710

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Query this table (using Excel is often easiest). The rows with blank ShipToCode are the customer level exceptions.

AR_CustomerShipToTaxExemptions
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